Unclaimed
Richard Maus is a financial advisor with Eagle Strategies LLC, a firm based in New York, NY. Richard has been in the financial services industry since 2005 and is licensed to provide financial advice in multiple states. Richard has earned various industry licenses, including the Series 6, Series 7, Series 63, and Series 65 exams. Richard has extensive experience in the insurance industry and has been recognized for his expertise in this area. Richard also provides a range of financial planning services to individuals and families, including retirement planning, college savings, and estate planning. Richard is committed to providing personalized advice and working with clients to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
11/06/2006 - Present
Eagle Strategies LLC (DALLAS TX)
IA
Issued 9/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 1/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Maus is the right advisor for you? Invested Better is here to help.